NIAGARA METALS
Buying CRM
Dashboard
Log activity
Add account
Add quote
Add account + quote
Total accounts
0
Commercial
0
Inbound
0
Follow-ups due
0
Recent activity
No activity logged yet
Upcoming follow-ups
No follow-ups scheduled
All types
Commercial
Inbound
All accounts
All activity types
Phone call
Site visit
Email
Quote given
Pickup scheduled
Note
Add new account
Company / Name *
Account type
Commercial account
Inbound caller
Contact name
Phone
Email
Region
— Select region —
Erie County
Niagara County
Rochester
Materials they sell
Notes
Cancel
Save account
Add account + quote
Account info
Company / Name *
Account type
Commercial account
Inbound caller
Contact name
Phone
Email
Region
— Select region —
Erie County
Niagara County
Rochester
Materials they sell
Notes
Quote
Quote effective date
Quote good until *
Commodity
Buy price
Cancel
Save account + quote
Log activity
Account *
Activity type
📞 Phone call
🚗 Site visit
✉️ Email
💰 Quote given
🚛 Pickup scheduled
📝 Note
Follow-up date (optional)
Notes
Cancel
Save
Add quote
Account *
Quote details
Quote effective date
Quote good until *
Commodity
Buy price
Cancel
Save quote